For dental practices
Dental CRM for recall, reminders and reviews
A dental CRM keeps in touch with patients between visits. We set up and run recall messages, appointment reminders, reactivation of patients who haven't been in for a while, and review requests, using your patient list and your rules, so recalls go out on time without extra work for your team.
- Recall
- Appointment reminders
- Reactivation
- Review requests
- Newsletters
- Consent records
What it runs
The messages that keep the diary full
We don't sell practice management software. The CRM works alongside the system you already use, and we confirm on the demo call how patient and appointment details get from one to the other.
Recall
Check-up and hygiene recalls sent at the interval you set, with a follow-up if the first message gets no reply.
Appointment reminders
Text and email reminders before each visit, with an easy way to confirm or ask to rebook.
Reactivation
A friendly message to patients who are overdue, written by you and sent only to those who agreed to hear from you.
Review requests
Every patient is asked the same way after a visit. Nobody is filtered out and nobody is offered anything for a review.
Newsletters
Occasional practice news and seasonal reminders for patients who opted in, with an unsubscribe link in every message.
Consent records
Opt-ins and opt-outs are recorded and respected automatically, so marketing only reaches patients who agreed.
How we set it up
Run for you, approved by you
- Every message template approved by the practice
- Opt-out on every marketing message
- Service messages kept separate from marketing
- Quiet hours so nobody is texted late at night
- A monthly summary of messages sent and replies
- Patient data handled under a written agreement
Compliance
Messaging rules by country
United Kingdom: PECR and UK GDPR
Appointment reminders are service messages; marketing texts and emails need consent or a soft opt-in, and every one needs a way to opt out.
United States: TCPA and HIPAA
Automated texts need the right consent, and patient information shared with us requires a Business Associate Agreement before any data moves.
Reviews
The FTC rule bans review suppression and fake reviews in the US. Asking every patient the same way keeps you on the right side of it.
Ontario
The RCDSO prohibits testimonials in a dentist's own advertising, so review requests there are kept away from marketing use.
More on data handling: security & compliance.
Does this replace our practice management software?
No. Your practice software stays the record of appointments and patients. The CRM handles the messages around them.
How does patient information get into the CRM?
Either through a connection to your practice software or a regular export, depending on what your system allows. We confirm which on the demo call and only promise connections we have tested.
Can we ask every patient for a Google review?
Yes, and you should ask everyone the same way. Filtering out unhappy patients or offering rewards for reviews breaks Google's rules and, in the US, the FTC rule.
Do patients need to opt in?
For marketing messages, yes, or a soft opt-in where UK rules allow it. Appointment reminders are service messages, but patients can still opt out.
Written by Abdul Basit for SK Techs · Updated
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